Build your Master Plan – Estate Planning
We will work with you to help you through difference stages of your financial life, from conception of your business to developing a plan stage through to your succession plan so that you can take a step back from the business world with confidence.
Duly and Associates ensures your Self Managed Superannuation Fund is set up to benefit the people you want, and we are ready to assist with the creation of a personal plan for your estate so administration issues do not press upon loved ones during their time of grief. We collaborate with you to help you appoint the right trustees when planning for the future.
Our detailed knowledge of your financial affairs will be the foundation of your decision to transition into retirement, something that requires careful estate planning. We can help make that transition smooth, with a focus on tax minimisation and asset protection.